DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B•••••••• E••••• P•••••••
Legal name B•••••••• E••••• P•••••••• L•••
Latest filing Jun 29, 2026
First filing on the tape Sep 8, 2022 · 12 filings
SEC status approved since Oct 7, 2022
RAUM
$440M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
9
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$440M as of Jun 29, 2026
Mar 8, 2023$301M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 29, 2026
Mar 8, 20230 then
Employees (5.A)9 as of Jun 29, 2026
Mar 8, 20235 then
Private funds1 as of Jun 29, 2026
Mar 8, 20231 then
RAUM +26% over the last fiscal year+14% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 29, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $440MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +26%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $440M, 1 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$440M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $440M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••••••• C•••••• I• L••• | Private Equity Fund | $301M | 2 | Feb 3, 2023 |
Owners and control persons
Schedule A and B, latest filing
- S•••••• S•••••• K•••• · Managing Partner And Chief Compliance Officer, Limited Partnercontrolsince 04/2022 · owns less than 5%
- S•••••• S•••••• K•••• · Sole Membercontrolsince 04/2022 · owns 75% or more of B•••••••• E••••• P•••••••• L••
- B••••••••• W•••••• P•••••• · Partnersince 08/2023 · owns less than 5%
Entity owners
- B•••••••• E••••• P•••••••• L•• · General Partnerdirect · owns 75% or more
Related persons
Schedule D 7.A
- B•••••••• C•••••• I• G•• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 5 to 6Jul 11, 2025 to Mar 27, 2026
- Assets in custody · $348M to $440MJul 11, 2025 to Mar 27, 2026
- Employees · 7 to 9Jul 11, 2025 to Mar 27, 2026
- Discretionary RAUM · $348M to $440MJul 11, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $348M to $440MJul 11, 2025 to Mar 27, 2026
- RAUM · $348M to $440MJul 11, 2025 to Mar 27, 2026
- Financial planning clients · unset to Apr 25, 2025 to Jul 11, 2025
- Assets in custody · $301M to $348MSep 30, 2024 to Apr 25, 2025
- Employees · 6 to 7Sep 30, 2024 to Apr 25, 2025
- Discretionary RAUM · $301M to $348MSep 30, 2024 to Apr 25, 2025
- Pooled vehicle RAUM · $301M to $348MSep 30, 2024 to Apr 25, 2025
- RAUM · $301M to $348MSep 30, 2024 to Apr 25, 2025
- Advisory employees · 4 to 5Aug 24, 2023 to Mar 28, 2024
- Assets in custody · $0 to $301MAug 24, 2023 to Mar 28, 2024
- Employees · 5 to 6Aug 24, 2023 to Mar 28, 2024
- Advisory employees · 3 to 4Feb 8, 2023 to Mar 8, 2023
- Employees · 3 to 5Feb 8, 2023 to Mar 8, 2023
- Accounts · unset to 1.0Nov 21, 2022 to Feb 3, 2023
- Advisory employees · 1 to 3Nov 21, 2022 to Feb 3, 2023
- Pooled vehicle clients · unset to 1.0Nov 21, 2022 to Feb 3, 2023
- Assets in custody · unset to 0.0Nov 21, 2022 to Feb 3, 2023
- Custody of client assets · false to trueNov 21, 2022 to Feb 3, 2023
- Employees · 1 to 3Nov 21, 2022 to Feb 3, 2023
- Private funds · unset to 1Nov 21, 2022 to Feb 3, 2023
- Discretionary RAUM · unset to 300650000.0Nov 21, 2022 to Feb 3, 2023
- Non-discretionary RAUM · unset to 0.0Nov 21, 2022 to Feb 3, 2023
- Pooled vehicle RAUM · unset to 300650000.0Nov 21, 2022 to Feb 3, 2023
- RAUM · unset to 300650000.0Nov 21, 2022 to Feb 3, 2023
Signals
1 dated events
- B•••••••• E••••• P••••••• filed its initial SEC registration (Form ADV)Sep 8, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B•••••••• E••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- B•••••••• E••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bluestoneequity/aboutreportedpublic record, Form ADV, Sep 19, 2026
- Website
- bluestoneequity.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-729-5077reportedpublic record, Form ADV, Jun 29, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026